The Alberleen Group – Building a new “financial community” by offering seasoned banking teams everything they need to grow their own business, including: working capital, infrastructure and, most importantly, assistance with capital raising, distribution and deal flow/execution

Announcements

12.07.16

FrankCrum General Agency entered into a general agency agreement and Frank Winston Crum Insurance Company executed a reinsurance agreement with Clear Blue Insurance Company. The agreements are part of a structure whereby FCGA will expand its general liability insurance program through the southeast, issuing policies on behalf of Clear Blue that will then be reinsured by FWCI. TAG Risk Management LLC initiated and structured the transaction. Read More»>

10.25.16

TAG Financial Institutions Group, LLC is pleased to announce that it has promoted Katherine Derrenberger to Senior Associate where she will take on additional transactional and management responsibilities. Read More»

10.19.16

Steven Nigro joined BDOUSA, LLP and the National Association of Corporate Directors (NACD) for a director-focused forum focusing on the regulatory landscape and the role of the public board—particularly the role of the board’s audit committee—in helping drive audit quality and responsive financial reporting. Read More»

10.19.16

On September 29, 2016, Steven Nigro, Managing Partner of TAG Financial spoke as part of a panel at ACG New York’s Transformational Value Creation event examining how private equity firms and family offices are helping drive transformational value creation in portfolio companies. Read More»

9.28.16

We are pleased to announce that TFIG has recently provided financial advisory services to the Audit Committee of the Board of Directors of National General Holdings Corp. (“NGHC”). Such services related to assisting and advising the independent directors of NGHC in evaluating and negotiating a successful debt restructuring plan relating to NGHC’s participation as lender in a $250 million credit agreement with ACP Re Holding, LLC (“ACP Re”). Read more»>

5.31.16

We are pleased to announce that Clear Blue Financial has been selected as a Deal of the Year Award finalist within the Business Services sector for the 6th Annual ACG New York Champion’s Awards. ACG New York, the largest association of middle market deal making professionals in New York, and The M&A Advisor announced the names of the companies, transactions and dealmakers selected as finalists. The winners will be announced at the 6th Annual ACG New York Champion’s Awards Gala on Thursday, June 16th at the Metropolitan Club in New York. Read more»>

TAG Financial Institutions Group is pleased to announce that Southland National Insurance Corporation has acquired a 100% interest in Mothe Life Insurance Company via an equity recapitalization transaction. Southland National is a North Carolina domiciled life insurance company with over $300 million of assets that is focused on marketing pre-need life insurance and annuity products to middle market customers and is an affiliate company of Eli Global, LLC, a diversified holding company comprised of over 30 independently operating entities. TAG Financial Institutions Group served as exclusive financial advisor to Southland National and its parent company on the acquisition and recapitalization.

3.23.16

TAG Financial Institutions Group is pleased to announce that Venbrook Group has made a strategic investment in Brooks Insurance Group. Brooks Insurance Group is a leading wholesale insurance brokerage located in New Jersey writing business across the U.S. This investment provides Venbrook with a Northeast office location and wholesale insurance brokering expertise. TAG Financial Institutions Group served as exclusive financial advisor to Brooks Insurance Group on the transaction.

2.04.16

We are pleased to announce that A.M. Best has assigned a financial strength rating of A-(Excellent) and the issuer credit ratings of “a-” to Clear Blue Insurance Company, Inc. (Chicago, IL) and Clear Blue Specialty Insurance Company (Charlotte, NC). The outlook assigned to both ratings is stable. Read More »>